ORDER CHAD LARSON’S NEW BOOK
BEYOND TRADITIONAL
UNLOCKING THE POTENTIAL OF ALTERNATIVE ASSETS
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ORDER CHAD LARSON’S NEW BOOK
UNLOCKING THE POTENTIAL OF ALTERNATIVE ASSETS
Andres is a dedicated Administrative Assistant at MLD Wealth Management. He is driven by a commitment to delivering a seamless client experience, with a detail-oriented and proactive approach that shows through in everything he does.
Andres supports the documentation and administrative functions of the business, handling client onboarding, KYC updates, withdrawals, contributions, and transfer requests, along with assisting clients with account statements and tax documentation. He is known for his organization, attention to detail, and genuine focus on making sure each client interaction runs smoothly.
Before joining MLD Wealth Management, Andres spent seven years at BMO, where he built his knowledge of financial operations, compliance, and client service. He has also completed the Canadian Securities Course (CSC), further strengthening his foundation in the industry and making him a valuable asset to our team.
In his role as Administrative Assistant, Andres plays a crucial role in our commitment to operational excellence. He handles onboarding, documentation, account administration, and compliance with precision, ensuring that clients' financial affairs are managed seamlessly and in line with the highest industry standards.
Andres's client-first mindset and proven experience in financial services make him a valuable addition to the MLD Wealth team.
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